ÜBER DIESE EPISODE
Manager of Technology Solutions Consultants Mark Matheny talks with Sr. Business Consultant Karen Keithley about the importance of syncing up your technology platforms to your business strategies. At Osaic, our two teams of experts work in harmony to bring about the best experience for you and your clients, in your financial business. Learn where to show up in your client experience, how to gauge innovation in the product shelf, and other inflection points that are common intersections for our two teams.
Contact information:
- Technology Solutions Consulting team: tscconsulting@osaic.com
- Business Coaching & Consulting team: BusinessConsulting@osaic.com
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Osaic Technology Podcast durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
Osaic's Manager of Technology Solutions Consultant Mark Matheny sits down with the CMO from Catchlight AI Daniel Gilmartin and talks about the fast-growing application of artificial intelligence in today's fintech world. Hear them talk about organc growth challenge, building and maintaining relatio…
Osaic's Aida Dillman sits down with the General Manager and Head of Wealth Management at Aidentified, Dan Cavanaugh. Dan shares valuable insight into how your data is incredibly useful if applied properly. Aidentified can take the guesswork out of who to work with, who to reach out to. Create timel…
Manager Technology Solutions Consultant Mark Matheny from Osaic talks through the value of using an online scheduler in your financial practice. Hear Mark talk about the burdens of calendaring and how using this technology will reduce those friction points. Look for improved documentation and track…
Osaic's Eric Baumgardner chats with Jim Hardeman, EVP, Product, with Zocks AI. They discuss the massive growth of AI tools within financial services. Learn about the various forms of AI. How you can create time savers. Using AI with your emails. Cleaning your data. The long list of benefits to the …
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